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July 11, 2026
ZP Newsletter | SK Hynix Comes to Wall Street
SK Hynix Comes to Wall StreetA New AI Memory Play for U.S. Investors...Memory Market Momentum...The Next SK Hynix?...Meta’s AI Price War...Read Moremailchi.mp[Continue Reading]
Markets weigh geopolitical risks, defense spending and tech opportunitiesTom Lee, Fundstrat Head of Research, and Tony Bancroft, Gabelli Funds Portfolio Manager, discussed market volatility, defense spending, semiconductor pullbacks and long[Continue Reading]
How SK Hynix’s U.S. Listing Will Help Close the Gap With Micron StockSK Hynix hopes a U.S. listing will close a valuation gap with peer Micron Technology. It has a[Continue Reading]
SK Hynix U.S. IPO: Where it Fits in Greater AI Trade as Memory Demand Surges | Schwab NetworkSK Hynix is set to make its U.S. IPO Friday, and Evan Scholssman[Continue Reading]
SK Hynix ADR listing to broaden investor base, but Micron has corporate governance premium: PMThornburg’s Di Zhou discusses SK Hynix’s ADR listing and the cyclicality of the memory industry. She[Continue Reading]
Now’s the ‘golden era of memory market’, we like SK Hynix for its HBM lead & Nvidia partnership: PMGabelli Funds’ Hendi Susanto discusses SK Hynix’s upcoming ADR listing and expects[Continue Reading]
Morning Call Sheet: Markets weigh oil, sector rotation and buying opportunitiestephanie Link, Chief Investment Strategist at Hightower, Jay Woods, Chief Market Strategist at Freedom Capital Markets, and Kevin Gordon, Head[Continue Reading]
S&P 9,000, falling oil prices, and the Fed's next rate moveWith falling oil prices sparking debate over the Fed's next move, Trader Talk host Kenny Polcari joins Reflexivity CEO Jan[Continue Reading]
Justin Bergner on Economic Resiliency, Value Opportunities in HON & GPC | Schwab NetworkGabelli Funds’ Justin Bergner explains why markets have remained resilient despite economic headwinds. He discusses the outlook[Continue Reading]
AI Trade Faces Big Test as Trump Rings Opening Bell | Open Interest 7/6/2026Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." It's[Continue Reading]
SK Hynix Seeks Access to AI Investors in $29 Billion US ListingSK Hynix Inc.'s $29 billion US stock-market listing may help the company compete in the global stock market for[Continue Reading]
July 3, 2026
Catalyst Funds CIO David Miller in Bloomberg
The AI Trade Is Losing One of Its Key SignalsAt a time when markets are growing uneasy over whether the enormous sums being poured into artificial intelligence will ever pay[Continue Reading]
The Companies and People Shaping AmericaInvesting In The Companies Of Tomorrow ...Inside Comcast's Two-Company Future ...Who’s Winning The GLP-1 Battle?...Revisiting America’s Financial Past ...Easier To Earn The Medal Than To[Continue Reading]
Meta’s push into cloud computing means Wall Street has to prepare for lower marginsMeta appears poised to enter the cloud computing market in an effort to monetize its massive AI[Continue Reading]
Money Life with Chuck Jaffe: Franklin Templeton's Dover: This market's not 'expensive,' just 'fully valued'Kevin Dreyer, co-chief investment officer for value at Gabelli Asset Management — part of the team[Continue Reading]
Nvidia Stock Drops at It Struggles to Hold $200Nvidia stock is still looking to establish a floor around the $200 level amid a recent selloff.Read Morewww.barrons.com[Continue Reading]
Stocks wrap up best quarter in years — though more volatility could be in storeStocks on Tuesday wrapped up their strongest quarter in years as traders shrugged off concerns about[Continue Reading]
Chip Stocks Put Up Their Best Quarter Ever With Some Wild SwingsChip stocks posted their best quarter ever, driven by demand for artificial intelligence equipment, but investors are wondering how[Continue Reading]
Silver hit $100. Was AI really the reason?Heavy investing into AI has increased demand for silver, but it’s not the only thing driving the metal’s prices.Read Morewww.usatoday.com[Continue Reading]
Comcast’s NBC Spinoff Sets Stage for More Media, Broadband DealsComcast announced on Monday that it will spin off NBCUniversal and its European media unit, Sky, into a separate, independently traded[Continue Reading]
June 30, 2026
Siebert Financial CIO Mark Malek in Business Insider
The ‘SaaSpocalypse’ is looming over the AI trade after a historic quarterThe SaaSpocalypse may seem like a distant memory, but many software stocks are still quietly struggling even as the[Continue Reading]
Why Wall Street Bulls Aren’t Worried About Sky-High Stock PricesNet profit margins are higher than average across multiple sectors, indicating corporate America has grown more resilient Read Morewww.wsj.com[Continue Reading]
An ETF Investing in World Cup, Soccer FevervChris Marangi, president and co-CIO of Gabelli Funds, joins Katie Greifeld, Scarlet Fu, and Eric Balchunas on "Bloomberg ETF IQ." They discuss the[Continue Reading]
Not Late Innings in Bull Market: Nancy TenglerNancy Tengler, CEO & CIO of Laffer Tengler, joins Katie Greifeld, Scarlet Fu, and Eric Balchunas on "Bloomberg ETF IQ." They discuss the[Continue Reading]
AI’s most explosive hardware trades are hitting a wall. Why optical and memory stocks are falling.AI spending has been a key engine for the market, and some investors now worry[Continue Reading]
Overvalued Stocks = Hidden Goldmines?- Where Are the Biggest Price/Value Gaps Right Now?- Diversification in a Volatile Market- Insider Trading Signal: $SPCX- Rate-Sensitive Stock Plays (If Cuts...Read Morewww.youtube.com[Continue Reading]
Dow jumps 300 points for first close above 52,000, powered by new member AlphabetStocks rose Monday as investors weighed a pause in hostilities between the U.S. and Iran and Alphabet[Continue Reading]
A New ETF Combining Dividends and Options for IncomeA New ETF Combining Dividends and Options for Income...The THOR ETF Arrives at the Right Time...Out with the Old, In with the[Continue Reading]
June 26, 2026
SuRo Capital Principal Willy Lee in Benzinga
OpenAI’s IPO Delay Could Be Bullish, Says Shareholder - SuRo Capital (NASDAQ:SSSS)Willy Lee says OpenAI has little incentive to rush an IPO since investors continue assigning richer valuations in the[Continue Reading]
Apple Can Get Away With Mac Price Hikes, but iPhone Is the Real TestApple increased Mac prices by 15% to 20% and iPad prices by 15% to 25% due to[Continue Reading]
